welcome to the center for the art is not in making money...
TRANSCRIPT
“The art is not in making money... but in keeping it.”
Your Tax and Financial ServicesPartners for Life
It’s time you had a financial partner that ONLY has
your best interests in mind!
www.ctr4financialstrategies.com
Welcome to The Center For Financial Strategies.
Look Towards The Future!
Discover The Center For Financial Strategies.
Whether you require a detailed analysis of your
tax situation, are looking for financial growth in a
slow economy, or simply want the most reliable life
insurance policy to protect your family, Grover Stults
and Pam Caprio have the proven experience to
drive you toward financial freedom.
• Detailed Tax Planning Methodology
• Customized Financial Investment Strategies*
• Life, Disability, and Health Insurance
Discover a Proactive Financial Partner That
Works For You…
For more than thirty years, we have shared the same philosophy when it comes to our work and the work we do for clients.
• Act with sincerity
• Constantly strive for improvement
• Maintain self control under all circumstances
• Practice courtesy
• Always educate
Grover Stults, CPA, Financial Advisor*
Pam Caprio, Certified Senior Advisor
John Opiatowski, Financial Advisor*
21 Hillside Lane New Hope, PA 18938-1702
Voice: 215.862.0400 Fax: 215.862.1951
johnfa@ Ctr4FinancialStrategies.com
www.ctr4financialstrategies.com
*
Taxes Don’t Have To Be Taxing Anymore!
Our goal is to experience the lowest tax liability
or greatest return for our clients. Whether you
have an intricate tax challenge or want a simple
return reviewed and filed, we have the expertise
to provide you with organized, effective, and in-
expensive services to suit your exact requirements.
We scrutinize income and expenditure habits to
uncover ways to structure the return to achieve
the lowest tax liability. We are also able to utilize
some of the more obscure sections of the Internal
Revenue Code (as well as the laws of the individual
states) to plan the timing and presentation of the
various items of our client’s return.
Some of our service offerings include:
• Tax Return Filing
• Tax Reduction Strategies
Dream Big & Invest In Your Financial Freedom!*
Just as everyone’s facial characteristics are different,
so should an investment strategy be tailored to the
individual’s unique objectives today, near-term, and
years down the line. We aim to protect our client’s
assets in preparation for retirement – while preparing
them for positive cash flow during the
years ahead.
We currently offer several investment strategies based
on your needs. Some of our financial services include:
• Legacy Planning
• Managing Cash Flow
• Investment Management
• Retirement Planning
• Education Planning
• Business Planning
• Special Situations Planning
• Family Risk Planning
Seek The Right Solutions For Life!
Partnered with H.D. Vest Investment Services , Grover and John offer businesses and individuals products and services to protect themselves, their family, and their security.
Through Grover’s and John’s insurance, annuity, and investment products and services, our mission is to provide you with security and peace of mind when it comes to these important
decisions.
Our 8 Wealth Management issues are as follows:
• Term, Permanent, and Whole Life Insurance
• Tax Deferral
• Annuities
• Estate Planning
• Disability and Long Term Care Insurance
• Buy-Sell Agreement Funding
• Key Person Insurance
• Health Insurance for Groups and Individuals
We Work For You, And You, And You…From Grover’s comprehensive background as both a CPA and experienced financial strategist, to Pam’s extensive history as an authority on insurance, no matter your position in life, they are here to safely guide you through every transition, every challenge, and every milestone.
“ If I encounter a problem and call, they always get on the
phone and immediately help me solve it. I consider myself
extremely fortunate to have been able to use their services for
more than 30 years.” - Dr. Charles R. Scudder